Legacy Wealth Management as of Dec. 31, 2012
Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 7 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Index (IWB) | 54.9 | $82M | 1.0M | 79.15 | |
| Ishares High Dividend Equity F (HDV) | 19.6 | $29M | 495k | 58.76 | |
| Vanguard Emerging Markets ETF (VWO) | 12.8 | $19M | 427k | 44.53 | |
| iShares Russell 2000 Index (IWM) | 10.3 | $15M | 181k | 84.32 | |
| Vanguard Total Stock Market ETF (VTI) | 1.3 | $1.9M | 26k | 73.29 | |
| Spdr S&p 500 Etf (SPY) | 0.9 | $1.4M | 9.5k | 142.42 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $219k | 2.4k | 89.72 |
